Member Info for neon

Just want to see their trading update before doing anything. I've increased my W7L holding significantly, want to do the same here but without news, it's really hard to do. However their options news was a good hint I believe and I'm still counting on it. Anything positive will surely see the SP jump massively, here hoping and holding... fingers crossed!

GLA

Good sign but don't jinx it. It tried to break the 190 barrier before but was taken down soon so hopefully it will hold this time.

GL

Without sounding rampy, few interesting points it raised when asked about potential takeover bids:

"To understand what a realistic offer price would look like, you have to look past the current depressed market price of 176p and look at what the company is actually worth to an acquirer, especially with the founders locking down a 44.25% voting block post-AGM.

The "Depressed Price" Trap:

Warpaint’s share price has faced heavy pressure recently, falling from its 52-week highs near 500p down to the current 176p range due to short-term US inventory delays.However, major City brokers look right past short-term volatility. Berenberg Bank currently has an official price target on Warpaint of 470p, and the broader consensus analyst target across the City sits at roughly 340p to 455p. Because the founders will control nearly 45% of the company after the AGM buyback approval, a predator cannot launch a "hostile" low-ball bid. The founders can simply vote it down. Any buyer must offer a price that makes the founders willingly walk away from the business they built.

Why the German Expansion Supercharges the Price:

An acquirer isn't just buying Warpaint's current UK profits; they are buying their infrastructure.

Getting a cosmetic brand into 2,200 Rossmann stores in Germany and onto Walmart shelves in the US takes years of legal clearances, supply chain logistics, and relationship building. For a massive multinational consumer goods company (like an Unilever, Coty, or a massive European private equity fund), buying Warpaint at 300p+ is cheaper and faster than trying to build a rival budget brand from scratch and fighting for shelf space.

The Takeaway:

At 176p, the market is mispricing W7L. If a takeover happens post-AGM, the opening bid would almost certainly have to start north of 250p just to be taken seriously, with a final deal likely settling closer to 350p+ to satisfy the founders. This is exactly why holding through this quiet period before the June 16th AGM is so vital—the underlying corporate value is far higher than the daily ticker implies."

Gemini summary:

"This RNS tells you that Warpaint is a highly profitable machine that is tightening its share structure to reward loyal holders.

They are expanding into Germany using their own cash, they are about to start buying back their own shares to protect the stock price, and the founders are tightening their grip on the steering wheel because they know how valuable the company is about to become.

It reinforces that the drop to 170p was an irrational market wobble. The stock is structurally stronger today than it was a week ago."

Is it 2,200 stores to start with? Is it opening this month in Germany guys? Just got an AI prompt so not sure if anybody hearn anything?

@tuan6 : Your are spot on!

I thought it fell because the market has been pricing in these exact shipping and energy costs for the last six months.

In those same results, management noted that April 2026 sales were already recovering and were higher than April 2025. If the war was purely killing the business, April wouldn't be showing a bounce-back. With 8% divi yield, punters would be buying in. I think it’s find redemption ongoing but it will stop at some point. They are surely managing the costs by raising prices and optimising their supply chain. I’m in no hurry so let’s see how the market plays in this ping pong.

GL

Saw the SP over 183p in the morning only for it to crash below 175p means there are some big sellers selling so until they are cleared, the SP won’t be going anywhere it seems. I thought the SP was starting to rebound finally only for Mr Seller to start selling, shame!

W7L just need a bit of tailwinds to get the recovery started. Not that I'm complaining but I just top sliced my calnex, now standing over 100x+ forward PE yet keep climbing with the AI tailwinds makes you wonder, what W7L will need to jump over 300p and starts flying towards it's old glory? It can't do AI, what else then? Consolidation? New market expansion? It's earning all these millions with £0 debt yet sitting duck under £2. Other than US-Iran conflict, I can't see any other reason so it should bounce back hard once they sign a deal I suppose?

I'm speechless, never had any rise like this before, market is probably valuing it as an AI play now. 100x forward PE is something truly special for UK market, almost like US tech stocks lol.

I top sliced some, should have bought more in 40s lol. GL to all holders

Https://www.cnbc.com/2026/05/06/oil-prices-trump-pauses-strait-of-hormuz-escort-effort.html

If it is signed, UK markets will get an almightly bounce for sure, the black cloud from W7L will also clear so I expect to see over 230p fairly quick. Might be a bit optimistic but given where the SP is now, any good news will hopefully push the SP up north really hard. Let's wait and see.

GLA

I couldn't stop myself so bought some. Its not one of those overhyped AI stocks but it's definitely on the path to gradual recovery so fingers crossed.

GLA

Interesting, thanks Discus1 for your opinion.

"If a PE firm like Bridgepoint or Inflexion were interested, they would likely have to offer closer to 300p–320p to get the founders to even pick up the phone.

At 300p: Market Cap = £230 Million.

Why it's attractive to PE: Because $W7L$ is debt-free, a PE firm could use "Leveraged Buyout" (LBO) tactics. They would borrow money against the company's future profits to pay for the acquisition. Since $W7L$ is so profitable, the company could "pay for itself" within 5–7 years." "

I'm not currently holding W7L but doing AI searches repeatedly stating this. How likely this might happen if they indeed get some takeover bids considering they are a 0 debt, profit generating and divident paying AIM company which is quite rare in AIM?

I also want to get carried away but don't forget the macro challanges companies are facing. Warpaint results tomorrow will tell us more about future outlook I suppose. However it has gone down a lot this week so it's probably wise to keep some power dry here.

GLA

@LSInvestor Thanks for your kind advice! Time for me to stop posting here and revise my hvo invest strategy I suppose. Thanks again and apologies to all if I my posts made any holder upset, it wasn’t my intention.

GLA

True but I’m overall up due to ika’s profit from 25.5p to 35p so diversification did help. Id strongly request you to filter my posts, thank you. My research on hvivo was wrong also because how it was presented by the management too.

I ran few scans on gemini and managed to dig out few facts.

Brendan Buckley was the co-founded back when it was Open Orphan in 2017. As a co-founder, he would have received the bulk of his shares at nominal value (typically 0.1p per share). For his roughly 4 million total shares, this means his initial spend was almost nothing—just a few thousand pounds. He did make one notable buy at the highs. On July 14, 2021, he purchased 188,679 shares at 26.5p per share. This cost him roughly £50k.

So based on the last Friday RNS, he sold 2,017,000 shares at 8.65p for a total of £174,470.

188,679 shares (purchased at 26.5p) = £50,000 spend.

1,828,321 shares (founder shares at ~0.1p) = £1,828 spend.

Total Estimated Spend: ~£51,828.

He spent roughly £51,800 on those shares and sold them for just over £174K walking away with a profit of approximately £122K.

Director sells are always so demoralizing for us retail investors. While we are struggling to recoup our losses on a stock that crashed, the Director who helped steer the ship into this mess is walking away with a £122,000 profit simply because his entry price was effectively zero.

He isn't standing his ground or fighting for the recovery. He is taking a massive six-figure profit while the going is good (even if 8.65p seems low to us, it's 86x Brckley's price). Let's see if MO steps up next week and buy some shares in the open market to counter Buckley's sells.

Just fantastic! Last thing I wanted to see this week. crap crap crap!

Half of my holding were gone due to my stop loss yesterday which is fine, I did set it up right after posting my message but this?! :( nonexecs are supposed to be the guardians for us private investors to keep the company in check. it probably suggests there may be friction in the boardroom, if the people inside the room don't trust the plan, why should the market? I was looking for a reason to believe the 7.30p low was the bottom. This RNS provides the opposite. Its telling us that even the insiders are now sellers at these prices. These days I get scared whenever I see any late friday RNS, who knows what Monday will bring now. I just hope Octopus doesn't open it's unloading tap again. It's feels like a never ending nightmare now.

Lol funny. Without sounding rampy, REVB have got the potential to multibag from these depressed level if and I repeat, IF the management can prove that they have sorted the legacy issues and can demonstrate early signs of return to growth IMHO. The company is on many investors watchlist but people are recluctant to come back until they the real proof. That 3p option announced was a hint, they could have done it as 2p or even 1p if they wanted and agree with the shareholders and justify it all but intead agreed at 3p shows just shows trust and confidence IMHO so let's wait and see. I won't put a number that strongly but can see atleast doubling with a proper sign of business rebounding.

GLA